资讯
Diesel Cracks Hit Record Highs as Global Fuel Squeeze Deepens
📌 概要
中东局势再度升级叠加俄罗斯禁售柴油，全球柴油市场供应趋紧，中间馏分油裂解价差本周创历史新高。霍尔木兹海峡周边冲突使中东油品流通快速恢复的希望落空，乌克兰无人机持续袭击俄炼厂加剧供应紧张，柴油市场尤为明显。
⚡ 关键要点
- ▸中东局势再升级，霍尔木兹海峡油品流通恢复无望
- ▸俄罗斯因乌无人机袭击炼厂而禁止柴油出口
- ▸中间馏分油裂解价差本周创历史新高，柴油市场最紧张
The re-escalation in the Middle East and the Russian ban on diesel exports amid incessant Ukrainian drone attacks on refineries have pushed middle distillate cracks to record highs this week. The renewed exchange of strikes in and around the Strait of Hormuz has erased hopes of a swift recovery of oil product flows from the Middle East, leaving the diesel markets tight, ING’s commodities strategists Warren Patterson and Ewa Manthey wrote in a note early on Wednesday. The market tightness is most evident in the diesel market, where the ICE…